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Pension Transfer Process:
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UK to Canada
Pension Transfer Flowchart |
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Call UK2Canada CPT or visit our SW Ontario
Office
for your no cost and no obligation assessment.
It will reveal the likelihood and timing of a
successful transfer |
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If you decide to proceed… |
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We will guide you through
the completion of some
simple forms at our office
or your home/work place |
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We will email or fax you
the forms and assist you
in completing them
via telephone |
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A request for a Transfer Value Quotation is sent
to your UK Pension Arrangement on your behalf |
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After the transfer valuation is received a
further
meeting to fully explain your options will be
arranged with you at our office or your
home/work place |
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NEXT |
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